FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. StreamAlive: Chat-powered live audience engagement tool for town halls and all-hands meetings, with AI question curation, polls, word clouds, and chat summaries. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and StreamAlive when collecting live anonymous polls and sentiment during large broadcasts matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Chat-powered live audience engagement tool for town halls and all-hands meetings, with AI question curation, polls, word clouds, and chat summaries.
FinMate AI is an AI meeting notetaker designed specifically for financial advisors, marketed as built by advisors for advisors. It captures detailed client meeting notes and organizes them according to advisor-specific meeting types such as discovery and review meetings, then pushes notes and tasks into the advisor's CRM and can help transfer data into financial planning software. FinMate works across virtual meeting platforms including Zoom, Microsoft Teams, Google Meet, and Webex, and it also supports recording and transcribing phone calls and in-person meetings, with a mobile app available on the Apple App Store for capturing in-person conversations. The company highlights compliance and security with SOC 2 Type 2 certification, US-based data storage, AES-256 encryption, customizable data retention, and a commitment not to train its AI on user data. Beyond raw notes, FinMate offers client-mood and sentiment insights and can help pre-fill forms. It integrates with advisor CRMs including Redtail, Salesforce, and Wealthbox. The product is positioned to give advisors back several hours per week by automating documentation and post-meeting workflows. Pricing varies by plan. Check the official website for current pricing.
Best suited for
StreamAlive is a live audience engagement platform built to make large, broadcast-style meetings such as company town halls and all-hands sessions interactive. Instead of requiring attendees to scan QR codes or open separate apps, it turns the existing meeting chat into a participation channel, working across Zoom, Microsoft Teams, Google Meet, YouTube Live, and in-person presentations. Presenters can run multiple poll types (open-ended and multiple-choice power polls, rating polls), generate live word clouds from chat responses, drop pins on interactive maps, spin selection wheels, and collect emoji reactions, all rendered visually on screen in real time. For town halls and all-hands, its question management is a core draw: StreamAlive automatically detects and curates audience questions out of the chat stream so moderators do not miss them. Its AI layer, branded StreamAlive AI, can generate ready-to-use interactions from an uploaded presentation or topic description, summarize chat discussions with insights and notable quotes, and produce visualizations based on what the audience types. The product is delivered as a browser-based SaaS tool aimed at presenters who want higher engagement and clearer feedback during company-wide and webinar-style meetings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); StreamAlive is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | StreamAlive |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Chat-based audience participation across Zoom, Teams, Meet, and YouTube Live |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI-powered automatic detection and curation of audience questions |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI generation of ready-to-use polls and interactions from a presentation or topic |
| Integrations | Mobile app for capturing in-person meetings | AI chat summaries with insights and notable quotes |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Live polls, word clouds, interactive maps, spinner wheels, and emoji reactions |
| Best-fit workflow | Client mood and sentiment insights | Post-session analytics and reports |
FinMate AI
Choose FinMate AI if you need documenting discovery and annual review meetings for advisory records — strengths include designed around financial advisor meeting types and terminology.
StreamAlive
Choose StreamAlive if you need running interactive q&a during company all-hands and town hall meetings — strengths include designed specifically for engaging large town hall and all-hands audiences.
FinMate AI
StreamAlive
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while StreamAlive is strong for running interactive q&a during company all-hands and town hall meetings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and StreamAlive is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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